get_holder_info

Get holder information for a given ticker symbol.

Server Yahoo Finance MCP Server leo-ye0/mcp-finance-data
Category Read
Risk class Low
Parameters 00 required

What get_holder_info does on Yahoo Finance MCP Server

AI agents call get_holder_info to retrieve information from Yahoo Finance MCP Server without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

Why get_holder_info needs a policy

This tool retrieves publicly available holder information (ownership data, institutional investors, etc.) for a stock ticker. It performs a read-only query with no side effects, does not modify or delete data, and does not trigger financial transactions or execute arbitrary code.

From the tool's definition Tool name 'get_holder_info' and description 'Get holder information for a given ticker symbol' indicate a data retrieval operation with no modification, deletion, or execution of external operations.

Questions about get_holder_info

What does the get_holder_info tool do? +

Get holder information for a given ticker symbol. It is categorised as a Read tool in the Yahoo Finance MCP Server MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on get_holder_info? +

Register the Yahoo Finance MCP Server MCP server in PolicyLayer and add a rule for get_holder_info: allow, deny, rate-limit, or require approval. Point your MCP client at the PolicyLayer proxy URL and the rule is enforced on every call, before it reaches Yahoo Finance MCP Server. Nothing to install.

What risk level is get_holder_info? +

get_holder_info is a Read tool with low risk. Read-only tools are generally safe to allow by default.

Can I rate-limit get_holder_info? +

Yes. Add a rate_limit block to the get_holder_info rule in your PolicyLayer policy. For example, setting max: 10 and window: 60 limits the tool to 10 calls per minute. Rate limits are tracked per agent session and reset automatically.

How do I block get_holder_info completely? +

Set action: deny in the PolicyLayer policy for get_holder_info. The AI agent will receive a policy violation error and cannot call the tool. You can also include a reason field to explain why the tool is blocked.

What MCP server provides get_holder_info? +

get_holder_info is provided by the Yahoo Finance MCP Server MCP server (leo-ye0/mcp-finance-data). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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